Create work orders for upcoming days

Determine work orders in advance for the upcoming period in future, for example, for the next 30 days, one year, or more. It helps to plan the work force and required parts for the upcoming planned work.

Before you begin

You must set the following parameters:

• Select the Forecast work orders check box in the Work Plan form.
• Populate the Days in future to create work orders field in the Planned Work Schedule form with the desired value.

Role required: sn_fsm_planned_wm.planned_work_admin

About this task

You can also create planned work orders through the Planned Work Management Workspace. Navigate to All > Planned Work Management > Workspace, and then click the List icon ().

Procedure

1. Navigate to All > Field Service Management > Planned Work Management > Plans.
2. Open a desired plan from the list of work plans.
3. In the Planned Work Schedules related list, select a schedule to which you want to associate a work order template.
4. In the Related Links section, click Generate work order.

Result

A list of work orders is auto-generated for the selected period in future.